Lido Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,453
| Closed | -$228K | – | 1496 |
|
|
2025
Q1 | $228K | Sell |
8,453
-10
| -0.1% | -$270 | ﹤0.01% | 1234 |
|
|
2024
Q4 | $208K | Buy |
8,463
+13
| +0.2% | +$320 | ﹤0.01% | 1248 |
|
|
2024
Q3 | $226K | Sell |
8,450
-109
| -1% | -$2.92K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $247K | Sell |
8,559
-1,126
| -12% | -$32.5K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $314K | Buy |
9,685
+136
| +1% | +$4.41K | ﹤0.01% | 972 |
|
|
2023
Q4 | $341K | Sell |
9,549
-12,622
| -57% | -$451K | ﹤0.01% | 882 |
|
|
2023
Q3 | $789K | Sell |
22,171
-106,900
| -83% | -$3.81M | 0.01% | 544 |
|
|
2023
Q2 | $4.52M | Buy |
129,071
+2,827
| +2% | +$98.9K | 0.03% | 226 |
|
|
2023
Q1 | $5.79M | Buy |
126,244
+2,823
| +2% | +$130K | 0.06% | 181 |
|
|
2022
Q4 | $5.41M | Buy |
123,421
+619
| +0.5% | +$27.2K | 0.07% | 150 |
|
|
2022
Q3 | $5.94M | Buy |
122,802
+102,832
| +515% | +$4.97M | 0.07% | 118 |
|
|
2022
Q2 | $943K | Sell |
19,970
-463
| -2% | -$21.9K | 0.01% | 326 |
|
|
2022
Q1 | $1.36M | Sell |
20,433
-25,651
| -56% | -$1.7M | 0.02% | 300 |
|
|
2021
Q4 | $1.81M | Buy |
46,084
+25,853
| +128% | +$1.02M | 0.02% | 268 |
|
|
2021
Q3 | $722K | Buy |
+20,231
| New | +$722K | 0.01% | 420 |
|
|
2019
Q3 | – | Sell |
-14,648
| Closed | -$366K | – | 541 |
|
|
2019
Q2 | $366K | Buy |
+14,648
| New | +$366K | 0.02% | 340 |
|
|
2017
Q1 | – | Sell |
-9,300
| Closed | -$273K | – | 264 |
|
|
2016
Q4 | $273K | Buy |
+9,300
| New | +$273K | 0.07% | 146 |
|